Investor Account Analyst II

Location:

• Monitor movement of funds to correct PI/TI accounts and process remittance of principal, interest, and other funds due to investors.
• Timely and accurately reconcile custodial bank accounts and clear outstanding items.
• Utilize current data reporting systems (e.g., RECWEB) effectively.
• Gather, validate, and deliver monthly files and reports to trustees or investors per contractual obligations.
• Calculate and validate fees and critical amounts for monthly reporting.
• Ensure accurate balances using loan servicing and image systems.
• Interpret servicing agreements to determine portfolio reporting and remittance requirements.
• Interact with internal departments and external parties regarding remittance and payment classifications.
• Reconcile and monitor advance levels to minimize risk.
• Review and recommend new contract setup information.
• Assist Loan Accounting with cash variance investigations.
• Ensure accuracy of servicing fees, delinquency reports, and special servicing coding.
• Communicate with investors and draft responses to inquiries.
• Coordinate work activities with Loan Servicing and Corporate Accounting.
• Participate in team development and community involvement.
• Work in-person to collaborate effectively with colleagues and ensure seamless operations.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

• Bachelor's Degree in Accounting, Finance, or related business field, or equivalent experience (preferred)

• 1+ years experience in commercial mortgage loan servicing, accounting, or loan operations. (required)
• Familiarity with Strategy loan servicing system (preferred)
• Working knowledge of CMSA & Agency Reporting (preferred)

• Ability to manage complex financial data and documentation with precision, accuracy, while ensuring risk mitigation
• Strong written and verbal communication skills for interacting with clients, internal teams, and external stakeholders.
• Ability to interpret financial data and loan performance metrics to support servicing and asset management decisions.
• Commitment to delivering responsive, high-quality service that meets or exceeds client expectations.
• Ability to collaborate effectively with colleagues across departments to achieve shared goals.
• Understanding of loan servicing, asset management, and investment operations within the financial services sector.
• Ability to make sound decisions based on data, policy, and professional experience and appropriately escalate issues.
• Proficiency in Excel, Outlook, and other Microsoft applications for reporting, analysis, and communication.

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.